Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,715
-$4,352 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,277
of 2,451 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ABOUND FINANCIAL, LLC holds $554,642 across 11 Software - Application names. CRM ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
4,391 | $381,709 | |
| 2 | DDOG |
Datadog, Inc.
|
167 | $43,480 | |
| 3 | ADSK |
Autodesk, Inc.
|
135 | $26,246 | |
| 4 | ZM |
Zoom Communications, Inc.
|
298 | $25,720 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
145 | $22,715 | |
| 6 | ADBE |
Adobe Inc.
|
105 | $21,527 | |
| 7 | UBER |
Uber Technologies, Inc
|
200 | $14,432 | |
| 8 | PAYX |
Paychex Inc
|
100 | $9,833 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,715 | 145 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,067 | 145 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $38,411 | 145 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $30,593 | 114 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||